Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,162,100
+$358,578 QoQ
Shares Held
10,343
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,055
of 2,738 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WEDBUSH SECURITIES INC holds $27,256,425 across 12 Capital Markets names. MS ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOLD |
Gold.com, Inc.
|
237,804 | $9,895,024 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,459 | $9,566,548 | |
| 3 | MS |
Morgan Stanley
This page
|
10,343 | $2,162,100 | |
| 4 | SCHW |
Schwab Charles Corp
|
16,966 | $1,565,452 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
14,644 | $1,468,500 | |
| 6 | IREN |
IREN Ltd
|
25,491 | $1,165,703 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
45,807 | $609,691 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
3,440 | $299,417 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,162,100 | 10,343 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,803,522 | 10,959 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,700,204 | 9,577 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,475,625 | 9,283 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,336,057 | 9,485 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $988,778 | 8,475 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $830,129 | 6,603 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $348,161 | 3,340 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,107,674 | 11,397 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,144,682 | 22,777 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,612,945 | 17,297 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,379,487 | 16,891 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,413,199 | 16,548 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,198,294 | 13,648 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,227,518 | 14,438 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $843,747 | 10,679 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $685,452 | 9,012 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,266,513 | 14,491 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,460,817 | 14,882 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,414,692 | 14,538 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,463,189 | 15,958 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,372,795 | 17,677 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $798,580 | 11,653 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $292,952 | 6,059 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $334,332 | 6,922 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $283,662 | 8,343 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||